Patrick (Pat) McKune, CFO for M. Holland Company, talks with Adam Isenberg, NAW Vice President – Corporate Relations, about the value of participating in the semi-annual NAW Billion Dollar CFO Roundtable and the specific ROI he has seen in just two years of participation.

The NAW Billion Dollar Company CFO Roundtable for direct members was created as a new mechanism for the CFO of large distribution enterprises to network with non-competing peers in multiple lines of trade on key finance issues.

Similar to other billion dollar roundtables NAW has created for the CIO, Operations, CHRO, and Chief Legal Officers this by invitation roundtable is composed of executives from billion dollar companies that meet in Chicago two times per year. This highly interactive group consists of the SENIOR-MOST financial executives or CFOs. The annual fee is $1,800 per member, which covers meeting costs for two events in a twelve-month cycle. Participants are expected to cover the cost of their hotel and travel. Once the annual fee is paid, there are no additional fees to attend the meetings, which will last one day beginning with a reception and dinner the evening before.

The participating companies can also name an alternate who can take the place of the CFO, should that person be unable to attend the scheduled meeting.

If you would like to learn more, please contact Tara Mostatab at 202.263.4080 or tmostatab@naw.org.

Eligibility: Companies with $1B+ in annual revenue.
The NAW Billion Dollar Roundtable is the only opportunity that provides networking and benchmarking exclusively with other top executives of non competing, like-sized Wholesale-Distribution companies.

NAW Billion Dollar CFO Roundtable Preliminary Agenda

Day 1 - June 4, 2019

6:00 PM – 7:00 PM
Drinks & Dialogue Reception
Come prepared to meet and mingle with your fellow participants from the largest firms in the industry.

7:00 PM – 9:30 PM
Billion Dollar Executive Dinner

Make sure to attend the most exclusive executive supper club in Chicago this evening! This dinner is your opportunity to pick the brains of senior executives from top wholesale distribution companies in the industry. This is a joint dinner that will include the CFO and CIO executives attending the Fall Roundtable.

Day 2 - June 5, 2019

7:00 AM – 7:45 AM
Breakfast

8:00 AM – 9:30 AM
Opening Session & Discussion

9:30 AM – 9:45 AMBreak

9:45 AM – 11:00 AM
General Session & Discussion

11:00 AM – 12:00 PM
Open Discussion
This session is set aside for you to raise any issue you would like and have the group provide their thoughts. This is an open forum to further discuss any item on the agenda or to bring up topics that are not on the agenda. Make sure to take notes during this session, you may find a perfect topic to suggest for the next NAW Roundtable.

12:00 PM – 12:45 PM
Joint Lunch & Networking Discussion with CIO RoundtableThis is the “halftime” period where you meet up with all of the Billion Dollar Company senior executives at this week’s Roundtable to compare ideas and benchmark across disciplines. Both groups: CFO and CIO executives will attend this joint lunch.

1:00 PM – 2:00 PM
Closing Session & Discussion

2:00 PM – 2:30 PM
Set Agenda for Next Meeting Scheduled for June 4-5, 2019